-21.7%
ONON vs ZS
-40.4%
+18.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.4% | +1.8% |
| 7D | -2.1% | -3.1% | +1.0% | -1.0% |
| 30D | -11.6% | -7.2% | -4.4% | -9.6% |
| 3M | -30.1% | +30.5% | -60.6% | -37.7% |
| 6M | -30.5% | +7.0% | -37.5% | -37.1% |
| YTD | -41.0% | -26.8% | -14.2% | -38.1% |
| 1Y | -36.7% | -42.6% | +5.9% | -27.2% |
| 3Y | -8.6% | -0.3% | -8.3% | -23.5% |
| All | -21.7% | -40.4% | +18.7% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling